Transferring Project Data & Tracking to a Cloud-Based Common Data Environment

RB Plant

RB Plant has specialized in civil and structural, HVAC and mechanical engineering since its founding in 1969.

This breadth of expertise allows them to assist clients throughout the project lifecycle, from small plant expansions to large new construction builds. Having a global footprint, however, does come with its challenges. RB Plant professionals often travel between offices and worksites while designing and delivering projects in BIM. To maintain proper collaboration and review processes, they required a Common Data Environment (CDE) uniquely suited to the Autodesk software already in place at the firm.

Challenges

The overall goal for RB Plant was to merge a traditional, folder-based system with a virtual, collaborative approach to project coordination and delivery. It required streamlining information exchanges, employing instant archiving and effective version control. Among other necessities for the CDE was a simple review and approval process, easily manageable by non-technical users. Additionally, RB Plant wanted an ISO 19650-compliant information exchange process to align with AECO industry best practices.

Solutions

To achieve the cloud collaboration environment envisioned at RB Plant, the firm partnered with Microdesk to incorporate and customize new Autodesk technologies. Microdesk assisted with implementing an ISO 19650 information exchange process in Autodesk Docs by organizing the folder structure, permissions and rules of sharing data. For example, a two-step review and approval process was introduced, automatically copying the approved information containers to where all final documentation is stored, ensuring ease of sharing with the project team members.

Additionally, a custom Insight dashboard was used to manage the on-site safety checklist and the Meeting Minutes module in BIM 360 to track project activities accurately.

Benefits

Setting up BIM 360 platform as the new CDE has allowed RB Plant to optimize cross-team collaboration. The exchange of information via the Autodesk Construction Cloud has improved control over project documentation. Project managers are saving time with the Meeting Minutes module while review/approvals are streamlined as all stakeholders can view the same file versions in real-time. Finally, using custom attributes helped RB Plant understand and apply ISO document naming standards.

RB Plant has onboarded new software at their firm to ensure clients are served beyond their expectations at a global scale. With the CDE in place and processes adapting to the cloud environment, RB Plant is well-positioned to support clients in an evolving AECO industry. In addition, they will continue to streamline construction projects with snagging templates and other collaboration initiatives.

*Microdesk is doing business as Symetri and has changed their name as of 6/26/23. 

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